FSB Premier Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
26,773
-1,794
| -6% | -$102K | 0.54% | 51 |
|
|
2025
Q1 | $1.63M | Sell |
28,567
-1,334
| -4% | -$76.2K | 0.64% | 44 |
|
|
2024
Q4 | $1.72M | Buy |
29,901
+9,502
| +47% | +$547K | 0.69% | 40 |
|
|
2024
Q3 | $1.21M | Buy |
20,399
+6,569
| +47% | +$391K | 0.5% | 50 |
|
|
2024
Q2 | $784K | Buy |
13,830
+6,837
| +98% | +$388K | 0.35% | 70 |
|
|
2024
Q1 | $405K | Buy |
6,993
+1,557
| +29% | +$90.1K | 0.19% | 107 |
|
|
2023
Q4 | $299K | Buy |
5,436
+1,541
| +40% | +$84.7K | 0.15% | 130 |
|
|
2023
Q3 | $209K | Buy |
3,895
+90
| +2% | +$4.82K | 0.12% | 153 |
|
|
2023
Q2 | $211K | Buy |
+3,805
| New | +$211K | 0.11% | 148 |
|